CFP
Cascade Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
5,894
+193
| +3% | +$45.7K | 0.17% | 90 |
|
|
2025
Q1 | $1.26M | Sell |
5,701
-69
| -1% | -$15.3K | 0.16% | 96 |
|
|
2024
Q4 | $1.39M | Sell |
5,770
-9
| -0.2% | -$2.16K | 0.18% | 83 |
|
|
2024
Q3 | $1.38M | Hold |
5,779
| – | – | 0.17% | 83 |
|
|
2024
Q2 | $1.26M | Sell |
5,779
-488
| -8% | -$106K | 0.17% | 82 |
|
|
2024
Q1 | $1.36M | Buy |
+6,267
| New | +$1.36M | 0.2% | 75 |
|